Job Description:

The Role

Fidelity Institutional (FI) is looking for Squad Leader, Portfolio Construction Tools & Analytics to join Fidelity Institutional Wealth Adviser (FIWA) who will be accountable for implementing the development and maintenance of analytical tools used in the portfolio construction process. These tools will be used by not only members of the FIWA Investment team but also partners across FI in discussions with external clients. They will include platforms for research, risk modeling, and optimization and include oversight of a data environment that enables those platforms; as such, the Squad Leader will bring experience leading technology initiatives combined with expertise in portfolio construction. Ultimately, you will empower and guide a team of technologists that enables the FIWA investment team and improves the delivery of portfolio construction guidance to clients.

A successful candidate will:

• Own the end-to-end management of driving a roadmap, aligning priorities, conveying vision, and articulating an end-state experience for portfolio construction applications

• Deliver on Squad Leader responsibilities such as translating business objectives into strategy and approach, prioritizing backlogs and sprints, defining the business process and KPIs, and owning vendor relationships

• Assist with the development and oversight of a robust portfolio construction data environment and platform for use both internally and externally

• Collaborating and coordinating with developers, engineers, and UX designers and enabling squad member growth, development, and learning

• Collaborate across the organization to ensure tools meet the needs of external clients and engagements with those clients

• Ensure the platform enables the scalable development and management of multi-asset class, open architecture model portfolios

• Work partners and peers to determine the appropriate analytical engines (e.g., risk models, optimizers) for use on the platform

• Collaborate with members of the research team to build a manager research environment that seamlessly combines fund data (e.g., holdings, exposures, performance, alternative-specific strategies) with note publication tools

• Streamline existing tools

• Ensure robust data quality checks are in place to enable the use of all tools

The Expertise and Skills You Bring

• Experience overseeing and building technology infrastructure used in the portfolio construction process

• Proven leadership skills and experience inspiring others

• Extensive experience acting as a product owner across multiple and different product lifecycles

• Highly effective interpersonal and teamwork skills that enable the cultivation of relationships across investment, technology, distribution, and other teams across Fidelity

• Excellent oral and written communication skills

• Ability to think strategically and work with colleagues across Fidelity to develop and resource multi-year plans

• Expertise with portfolio construction techniques, demonstrating knowledge of different risk model and optimization approaches

• Continuously improve and encourage an agile way of working

The Team

The mission of FIWA is to enable FI to provide advice driven investment solutions through high-value products, tools, and research insights. The FIWA Investment team comprises the following groups: Equity, Fixed Income, Multi-Asset, ESG, and Alternative Investments Manager Research; Portfolio Engineering; and Portfolio Construction Tools & Analytics. The Teams work together to propel our clients’ wealth management strategies with the best of Fidelity and our third-party asset management partners.

Certifications:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.